Difference between revisions of "How do I edit a Credit after it has been posted?"
m (→Summary) |
|||
Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
+ | This article explains how to edit a credit in the {{SL}} or {{PL}} after they have been posted. | ||
+ | == More Information == | ||
There may be instances where you may need to change some details of a Credit after it has been posted. Though the Credits are locked after posting there are certain fields that can be changed if required. | There may be instances where you may need to change some details of a Credit after it has been posted. Though the Credits are locked after posting there are certain fields that can be changed if required. | ||
Line 12: | Line 14: | ||
* {{DataPrompt|Analysis Code:}} | * {{DataPrompt|Analysis Code:}} | ||
− | {{Warning|title= | + | {{Warning|title=WARNING|text={{Red| If any part of the month end procedure has been run for the period into which the Credits fall you will not be able to edit even these fields.}}}} |
== Editing the Postings == | == Editing the Postings == | ||
Once you know the document numbers you need to edit go into the following parts of the system. | Once you know the document numbers you need to edit go into the following parts of the system. | ||
− | * Go to | + | * Go to {{Menu|{{SL}}\{{PL}}|Maintenance Options|Adjustments}}. Enter the relevant account code and press {{KeyPress|Enter}} twice. |
− | |||
* Find the relevant document and press {{KeyPress|E}} or click the {{Button|Edit}} button at the bottom of the screen. | * Find the relevant document and press {{KeyPress|E}} or click the {{Button|Edit}} button at the bottom of the screen. | ||
* Make the required changes and press {{KeyPress|ESC}} and {{Button|Accept}}. | * Make the required changes and press {{KeyPress|ESC}} and {{Button|Accept}}. | ||
== See also == | == See also == | ||
− | *[[How do I edit an Invoice after it has been posted?]] | + | * [[:Category:Getting Started|Getting Started]] |
− | *[[How do I edit a Payment after it has been posted?]] | + | * [[:Category:FAQ|Frequently Asked Questions]] |
+ | * [[Getting Started - Accounts]] | ||
+ | * [[How do I edit an Invoice after it has been posted?]] | ||
+ | * [[How do I edit a Payment after it has been posted?]] | ||
{{KB_Tags|editing, edit, credit}} | {{KB_Tags|editing, edit, credit}} | ||
{{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Admin}} | {{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Admin}} |
Revision as of 14:11, 22 August 2013
Summary
This article explains how to edit a credit in the Sales Ledger or Purchase Ledger after they have been posted.
More Information
There may be instances where you may need to change some details of a Credit after it has been posted. Though the Credits are locked after posting there are certain fields that can be changed if required.
The changeable fields are as follows:
- "Date:"
- "Comment:"
- "Centre:"
- "Cleardown hold:"
- "Site:"
- "Analysis Code:"
WARNING: If any part of the month end procedure has been run for the period into which the Credits fall you will not be able to edit even these fields. |
Editing the Postings
Once you know the document numbers you need to edit go into the following parts of the system.
- Go to " Sales Ledger\Purchase Ledger Maintenance Options Adjustments". Enter the relevant account code and press <Enter> twice.
- Find the relevant document and press <E> or click the [Edit] button at the bottom of the screen.
- Make the required changes and press <Esc> and [Accept].
See also
- Getting Started
- Frequently Asked Questions
- Getting Started - Accounts
- How do I edit an Invoice after it has been posted?
- How do I edit a Payment after it has been posted?